Activity Forums Salesforce® Discussions Edit to certain fields in Salesforce Process Builder?

  • Edit to certain fields in Salesforce Process Builder?

    Posted by Maria on October 26, 2017 at 7:08 pm

    Can certain fields be closed for edit for most of the month but be open for edit on certain days of the month? Could Process Builder help me with this? Basically, the object has 10 fields and only 2 of the fields need to be available for changes during 5 days of the month. Right now, edit access to the field is only available to admins through a validation rule.

    • This discussion was modified 7 years ago by  Maria.
    • This discussion was modified 7 years ago by  Forcetalks.
    • This discussion was modified 7 years ago by  Forcetalks.
    PRANAV replied 6 years, 8 months ago 2 Members · 1 Reply
  • 1 Reply
  • PRANAV

    Member
    March 21, 2018 at 11:53 am

    Hi Maria,

    You can do this with the help of Validation Rule.

    Suppose you have to edit "Account Name" OR "Account Number" only on 10th, 20th or 30th day of the month. So you will have to make a validation rule like the below image

    forcetalksvalidation

    Now similarly you can built the validation rule as per your scenario and make this happen.

    Hope this helps you.

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